Civic Intelligence

John J & Ruth F Kloss Charitable Tr 050010251200

990PF • Fiscal year 2016 • EIN 39-6790033

Jun 01, 2015 to May 31, 2016 • Filed on Oct 07, 2016

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(414) 765-5672

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

9th percentile

-62%

Higher net margin than 9% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

45th percentile

$89,670

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 26.8% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

25th percentile

-3.4%

Faster asset growth than 25% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-59%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$7,059,834

Down $248,732 (-3.4%) from 2015

Net Assets

Down

$7,059,834

Down $248,732 (-3.4%) from 2015

Liabilities

Flat

$1

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin9th percentile

Revenue

Down

$335,151

Down $477,448 (-59%) from 2015

Expenses

Up

$543,753

Up $4,015 (+0.7%) from 2015

Net Income

Down

-$208,602

Down $481,463 (-176%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $6,914,589Liabilities 2011: $0Net Assets 2011: $6,914,5892011Assets 2012: $6,948,642Liabilities 2012: $0Net Assets 2012: $6,948,6422012Assets 2013: $7,112,532Liabilities 2013: $1Net Assets 2013: $7,112,5322013Assets 2014: $7,036,159Liabilities 2014: $1Net Assets 2014: $7,036,1592014Assets 2015: $7,308,566Liabilities 2015: $1Net Assets 2015: $7,308,5662015Assets 2016: $7,059,834Liabilities 2016: $1Net Assets 2016: $7,059,8342016Assets 2017: $6,842,224Liabilities 2017: $0Net Assets 2017: $6,842,2242017Assets 2020: $8,029,558Liabilities 2020: $1Net Assets 2020: $8,029,5582020Assets 2021: $9,116,661Liabilities 2021: $1Net Assets 2021: $9,116,6612021Assets 2022: $8,966,282Liabilities 2022: $1Net Assets 2022: $8,966,2822022Assets 2023: $8,689,482Liabilities 2023: $12023Assets 2024: $8,489,086Liabilities 2024: $12024

Highlighted filing

2016

Assets$7,059,834
Liabilities$1
Net Assets$7,059,834
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $518,2202011Expenses 2012: $514,0622012Revenue 2013: $688,795Expenses 2013: $524,453Net Income 2013: $164,3422013Revenue 2014: $472,277Expenses 2014: $546,409Net Income 2014: -$74,1322014Revenue 2015: $812,599Expenses 2015: $539,738Net Income 2015: $272,8612015Revenue 2016: $335,151Expenses 2016: $543,753Net Income 2016: -$208,6022016Revenue 2017: $288,118Expenses 2017: $545,000Net Income 2017: -$256,8822017Revenue 2020: $311,641Expenses 2020: $575,186Net Income 2020: -$263,5452020Revenue 2021: $1,609,932Expenses 2021: $528,807Net Income 2021: $1,081,1252021Revenue 2022: $421,988Expenses 2022: $573,785Net Income 2022: -$151,7972022Revenue 2023: $251,554Expenses 2023: $528,350Net Income 2023: -$276,7962023Revenue 2024: $336,805Expenses 2024: $547,159Net Income 2024: -$210,3542024

Highlighted filing

2016

Revenue$335,151
Expenses$543,753
Net Income-$208,602
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Oct 7, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$89,670-$89,670
MARY PLUNKETT KLOSS CHARITABLEAdvisory Board Member-$0--
JOHN ANTARAMIAN KLOSS CHARITABLEAdvisory Board Member-$0--
BRYAN ALBRECHT KLOSS CHARITABLAdvisory Board Member-$0--
JANE HARRINGTON-HEIDE KLOSS CHARIAdvisory Board Member-$0--
Filing and Contact Details

Filer

Filer Name
John & Ruth Kloss Charitable Tr Uma
EIN
39-6790033
Phone
4147655672
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
4147655672
Signed
2016-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BRITISH AMERICAN TOB PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DBS GROUP HLDGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ROCHE HLDG LTD SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23AMERICAN ELECTRIC POWER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ANADARKO PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27APTAR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28BALCHEM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29BIOGEN IDEC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30BORG WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CABELAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CAMERON INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CERNER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35COGNIZANT TECH SOLUTIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DIRECTV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38EMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39EAGLE MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41EMERSON ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ENERGIZER HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43EXPRESS SCRIPTS HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45FACTSET RESEARCH SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46FAMILY DOLLAR STORES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FIRST LONG ISLAND CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48FLOWER FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49FLOWSERVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50FOSTER L B CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51GOOGLE INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52GORMAN RUPP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ICU MED INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55J & J SNACK FOODS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56KINDER MORGAN MANAGEMENT LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MCGRAW HILL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NEWELL RUBBERMAID INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PIONEER NAT RES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PRICELINE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PVH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SANDERSON FARMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SCHEIN HENRY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72STARWOOD HOTELS & RESORTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73STATE STR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74STURM RUGER & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SUN HYDRAULICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SUNTRUST BKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82UTAH MED PRODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VARIAN MED SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85WALGREEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WEIS MKTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87WERNER ENTERPRISES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88WHITING PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90ACCENTURE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91ACE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92BOC HONG KONG HLDGS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94INGERSOLL RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95SAP AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97CBS CORP CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98CSL LIMITED ADR REPSTG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99CONSTELLATION BRANDS INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100LONZA GROUP AG UNSPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101ZIONS BANCORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102CAL MAINE FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103DASSAULT SYSTEMES SA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104FRESENIUS MED CARE ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105IMPERIAL OIL LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106LOREAL CO UNSPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107LVMH MOET HENNESSY LOU VUITT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108NOVO NORDISK AS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109SASOL LTD SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110SCHNEIDER ELECT SA UNSP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111TAIWAN SEMICONDUCTOR ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112WAL MART DE MEXICO SAB DE CV A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113WPP PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114FURIEX PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115POST HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116SANOFI AVENTIS SA CVR RIGHTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119LOWES CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120OIL DRI CORP AMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121PRECISION CASTPARTS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124ATLAS COPCO AB SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125SVENSKA HANDELSBANKEN A UPSP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126SWATCH GROUP AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127GOOGLE INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129ALLEGION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130AMBEV SA SPN ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131MATTHEWS ASIA GRWTH FD IS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132ACTAVIS PLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2160199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt346152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4470000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5427546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6156040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7113161
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8158494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt92569
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10135892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1155311
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13175228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14100416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15101557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1646365
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1710380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1810313
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt279914
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2827475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt292943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt303905
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt327328
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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,059,834
Liabilities
$1
Net assets
$7,059,834
Revenue
$335,151
Expenses
$543,753
Net income
-$208,602
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.49$0.00$0.34$0.55$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.69$0.00$0.25$0.53$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.97$0.00$8.97$0.42$0.57$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.12$0.00$9.12$1.61$0.53$1.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.03$0.00$8.03$0.31$0.58$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.84$0.00$6.84$0.29$0.55$0.26
2016Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.34$0.54$0.21
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.31$0.00$7.31$0.81$0.54$0.27
2014Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.47$0.55$0.07
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.11$0.00$7.11$0.69$0.52$0.16
2012Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.51
2011Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$0.52
Peer Organizations

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